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GetResponse + Wealthbox CRM

Create Wealthbox CRM contacts from new GetResponse contacts

Effortlessly manage your contacts across GetResponse and Wealthbox CRM with this seamless workflow. When a new contact is added in GetResponse, this automation will create a corresponding contact in Wealthbox CRM. Save time and stay organized by keeping your contact lists up-to-date in both platforms.

Effortlessly manage your contacts across GetResponse and Wealthbox CRM with this seamless workflow. When a new contact is added in GetResponse, this automation will create a corresponding contact in Wealthbox CRM. Save time and stay organized by keeping your contact lists up-to-date in both platforms.

  1. When this happens...
    GetResponseGetResponse
    New Contact

    Triggers when a new contact is added to any list.

    TriggerScheduled
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • GetResponse triggers, actions, and search

    New Autoresponder

    Triggers when a new autoresponder is created.

    Trigger
    Scheduled
    Try It
    • ListRequired

    Trigger
    Scheduled
    Try It
    • ListRequired

    • EmailRequired

    • Day of Autoresponder Cycle

    • Name

    • IP Address

    • Tags

    Action
    Write
getresponse logo
getresponse logo

About GetResponse

With an all-in-one suite of online marketing tools, GetResponse is the perfect solution to help you grow your business.
Learn moreHelp

Related categories

  • Marketing Automation

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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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